+1,032.6%
ATI vs KEEL
+294.5%
+738.1%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -3.9% | -0.3% |
| 7D | -5.6% | +2.9% | -8.5% | -5.8% |
| 30D | -13.7% | +0.8% | -14.6% | -13.9% |
| 3M | -0.4% | -35.3% | +35.0% | +1.5% |
| 6M | +26.2% | +59.4% | -33.1% | +21.8% |
| YTD | +73.2% | +51.9% | +21.3% | +66.7% |
| 1Y | +161.6% | +75.0% | +86.6% | +147.2% |
| 3Y | +346.2% | +224.5% | +121.6% | +295.2% |
| 5Y | +1,047.6% | -35.9% | +1,083.5% | +926.9% |
| All | +1,032.6% | +294.5% | +738.1% | +852.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded KEEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling